See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,142 | $135,952-63.1% | $123,892-59.5% | $273,961-81.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.72% | 56.63%-53.9pp | 47.52%-44.8pp | 41.45%-38.7pp |
| Employer contribution / active EE | $3,807 | $5,170-26.4% | $4,617-17.6% | $4,869-21.8% |
| Participant deferral / active EE | $21,000 | $6,343+231.1% | $5,984+250.9% | $5,287+297.2% |
| Admin fee / account holder | $60,166 | $9,817+512.9% | $8,357+620.0% | $10,132+493.8% |